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| Provider | Service type | Compensation |
|---|---|---|
PLANTE & MORAN, PLLC5 years Service code 10 · EIN 38-1357951 | Accounting | $21,500 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $6,110 |
33 funds of $250K or more; 37 lines in all, holding $35.5M of the plan's $37.6M. From the 2025 filing. Recordkeeper: Bank of America (Merrill).
| Fund | Dollars | % of funds% |
|---|---|---|
| MFS Massachusetts Investors Growth Stock Portfolio (A) MFS (Sun Life) · Mutual fund Possible retail class A | $3.6M | 10.1% |
| iShares S&P 500 Index Fund BlackRock · ETF Index | $3.5M | 9.9% |
| Janus Henderson Enterprise Fund Class A Janus Henderson · Mutual fund Possible retail class A | $3.0M | 8.4% |
| Invesco Stable Value Ret CL 4 Invesco · Stable value Stable value | $2.0M | 5.7% |
| JPMorgan U.S. Equity Fund Class A JPMorgan · Mutual fund Possible retail class A | $1.9M | 5.4% |
| MFS Int'l Value Fund A MFS (Sun Life) · Mutual fund Possible retail class A | $1.9M | 5.4% |
| Janus Henderson Flexible Bond Fund Class A Janus Henderson · Mutual fund Possible retail class A | $1.9M | 5.4% |
| American American Intl Growth and R4 Capital Group · Mutual fund | $1.8M | 5.0% |
| Pgim Total return BD FD CL R4 GM Prudential (PGIM) · Other | $1.8M | 5.0% |
| Janus Henderson Triton Fund Class A Janus Henderson · Mutual fund Possible retail class A | $1.3M | 3.5% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.